See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,063 | $91,407-24.4% | $135,903-49.2% | $71,457-3.4% |
| Participation rate | 34.4% | 75.7%-41.2pp | 81.9%-47.5pp | 67.9%-33.5pp |
| Annual return | 15.50% | 29.90%-14.4pp | 68.23%-52.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,326 | $7,092-53.1% | $7,758-57.1% | $4,289-22.4% |
| Admin fee / account holder | $5,913 | $1,266+367.1% | $10,762-45.1% | $1,587+272.5% |